Loewen Securities

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Oradell, New Jersey
CRD number
35205
Registered since
November 2, 1993

Firm profile

FINTRX

Overview

Loewen Securities is organized as a limited liability company that has been SEC-registered since 1993. Ownership is listed as a combination of a domestic entity and an individual. The firm's public profile is minimal: it is classified as "Unclassified" in the source data and is not identified as a capital allocator. The data indicates Loewen Securities does not self-report as an active ESG investor, does not operate as a multi-state adviser, and is not flagged as a newly formed adviser, pension consultant, or related adviser. The firm has not provided descriptive information about its advisory activities, business lines, fee schedules, client segments, or investment preferences. Because those operational and strategy details are not disclosed in the available record, it is not possible to characterize the firm’s target clients, investment style, or product mix from this data alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael McNulty

    Michael McNulty

    CEOCRD 2958550

  • Michael Richardson

    Michael Richardson

    COOCRD 7635795

Contacts

3 of 8
  • Andre Smith

    Senior Investment SpecialistCRD 8054472

  • Tommasina Olson

    Tommasina Olson

    PrincipalCRD 1123436

  • John Hughes

    John Hughes

    Vice PresidentCRD 1895797

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oradell, NJ

Bergen

Location

Oradell, NJ

Headquartered in Oradell, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Bergen
Address
2 Forest Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth